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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-06-14 |
| NY | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
240 West 35Th Street Suite 301, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wall Street Alliance Group | New York | NY | 04/2019 | 07/2019 |
| General Theological Seminary | New York | NY | 10/2012 | 04/2019 |
| Baruch College | New York | NY | 01/2013 | 05/2018 |
| Securities America, Inc. | New York | NY | 07/2019 | Present |
| Securities America Advisors | New York | NY | 10/2021 | Present |
| Osaic Wealth, Inc. | New York | NY | 06/2024 | Present |
| Osaic Wealth, Inc. | New York | NY | 06/2024 | Present |
WALL STREET ALLIANCE GROUP POSITION: Vice President of Wealth Managment NATURE: This is a S- Corporation. INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 160 START DATE: 06/17/2024 ADDRESS: 450 7th Ave, New York NY 10123, United States DESCRIPTION: Provide client service support, including responding to clients inquiries, assisting with financial planning updates, meeting with clients on regular cadence to give progress updates.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-02 |
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